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Prerequisites Before you begin, create an account and get your API Key.

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Getting started

Connect to Salesforce to manage leads, opportunities, accounts, contacts, and automate sales processes through AI agents.
  • API
  • UI
  • Open Source
1

Install the SDKs (optional)

pip install klavis
2

Create a Strata MCP Server with Salesforce

from klavis import Klavis
from klavis.types import McpServerName

klavis_client = Klavis(api_key="YOUR_API_KEY")

response = klavis_client.mcp_server.create_strata_server(
    servers=[McpServerName.SALESFORCE],
    user_id="user123"
)

API Reference

Full Strata API endpoints
3

Authenticate

import webbrowser

# Open OAuth authorization page
webbrowser.open(response.oauth_urls[McpServerName.SALESFORCE])
🎉 Your Salesforce MCP Server is ready! Once authentication is complete, you can use your MCP server URL with any MCP-compatible client.

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Available Tools

Tool NameDescription
salesforce_get_accountsGet accounts with flexible filtering options including name search, industry, and type.
salesforce_create_accountCreate a new account in Salesforce.
salesforce_update_accountUpdate an existing account.
salesforce_delete_accountDelete an account.
salesforce_get_contactsGet contacts with flexible filtering options including name, email, and title search.
salesforce_create_contactCreate a new contact in Salesforce.
salesforce_update_contactUpdate an existing contact.
salesforce_delete_contactDelete a contact.
salesforce_get_opportunitiesGet opportunities, optionally filtered by account, stage, name, or account name.
salesforce_create_opportunityCreate a new opportunity in Salesforce.
salesforce_update_opportunityUpdate an existing opportunity.
salesforce_delete_opportunityDelete an opportunity.
salesforce_get_leadsGet leads with flexible filtering options including name, company, email, and industry search.
salesforce_create_leadCreate a new lead in Salesforce.
salesforce_update_leadUpdate an existing lead.
salesforce_delete_leadDelete a lead.
salesforce_convert_leadConvert a lead to account, contact, and optionally opportunity.
salesforce_get_casesGet cases with flexible filtering options including subject search, account, status, priority, and type.
salesforce_create_caseCreate a new case in Salesforce.
salesforce_update_caseUpdate an existing case.
salesforce_delete_caseDelete a case.
salesforce_get_campaignsGet campaigns, optionally filtered by status or type.
salesforce_create_campaignCreate a new campaign in Salesforce.
salesforce_update_campaignUpdate an existing campaign.
salesforce_delete_campaignDelete a campaign.
salesforce_queryExecute a SOQL query on Salesforce
salesforce_describe_objectGet detailed schema and field information for any Salesforce object.
For more details about tool input schema, use the get_tools API.

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Next Steps

White-label Authentication

Customize OAuth flows with your own branding

AI Platform Integrations

Integrate Klavis MCP Servers with leading AI platforms

Integrations

Explore available MCP servers

API Reference

REST endpoints and schemas
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